See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,082 | $201,272-75.6% | $184,203-73.4% | $145,922-66.4% |
| Participation rate | 85.7% | 87.5%-1.8pp | 86.8%-1.1pp | 80.3%+5.4pp |
| Annual return | 19.34% | 29.00%-9.7pp | 28.81%-9.5pp | 561.29%-541.9pp |
| Employer contribution / active EE | $8,492 | $7,022+20.9% | $6,427+32.1% | $4,660+82.3% |
| Participant deferral / active EE | $6,323 | $9,806-35.5% | $9,131-30.8% | $6,688-5.5% |
| Admin fee / account holder | $19 | $16,364-99.9% | $13,901-99.9% | $13,397-99.9% |